Financial Adviser responsible for providing financial services and building client relationships. Requires a minimum Matric and 12 months of related experience in financial services, specific licenses, and skills management.
Responsibilities
Advise clients on financial matters
Build and maintain relationships with clients
Identify and pursue sales opportunities
Conduct consultations and provide recommendations
Requirements
A minimum of Matric or equivalent
A minimum 12 months’ financial services experience as a Financial Adviser
A minimum of Long-term Insurance Class of Business completion
A valid driver’s licence and own car
A clear criminal and credit check
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Customer Understanding
Evaluating Information
Identifying Customer Needs
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships
Benefits
Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
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